Overview & History

The Welch & Forbes Experience – Over 180 Years & Counting

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Few wealth management firms have as long a track record of providing financial advice to families and individuals. We have managed numerous market cycles, navigated family dynamics across many generations, and helped our clients achieve goals that span decades of planning and investing.

In the early days, our founders, Edward Sohier and Charles Welch, served the legal needs of Boston’s industrialists and over time extended their law practice to managing trusts and settling estates – fiduciary services tailored to those whose contributions continue to give the area its unique character.

Today, our investment portfolio management, personal trust and fiduciary services, estate planning and administration, and tax and custodial services are designed for a new generation of successful and entrepreneurial clients, as well as those who have inherited their wealth – in Boston and across the U.S.

Although times change, our philosophy holds true. We believe in a standard of service that is as relevant now as it was when we first opened our doors: we are committed to and focused on your financial well-being.

Customized Portfolios & Personal One-on-One Service

For more than 180 years, Welch & Forbes has been managing the financial interests of generations of families with a commitment to integrity, stability and accessibility. We enjoy long-standing relationships with many of our clients. Following an initial meeting, your portfolio manager will develop a customized portfolio – one that’s based on your goals.

Welch & Forbes is not affiliated with a bank or brokerage firm. Therefore we remain free to put your needs first, mitigating potential conflicts that can endanger a client’s trust.